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Original filing (PDF)20251009164242NAL0011908144001
SUREWAY GROUP, INC.
Form 5500
FILING_RECEIVED
THE SUREWAY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
~123 bps in Sched C feesNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
72
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 123 bps in Schedule C fees — 136% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUREWAY GROUP, INC..
Plan sponsor
Name
SUREWAY GROUP, INC.
EIN
36-4095137
Address
2959 HART DRIVE · FRANKLIN PARK, IL · 60131
Phone
(847) 801-3010
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $22K | — |
| MESIROW FINANCIAL | — | CHICAGO, IL | NONE | $17K | — |
Investments
18 direct securities · 1 pooled fund· $3.1M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.1M
18 holdings
Common Collective Trust
$38K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | — | — | — | $671K | 21.0% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $432K | 13.5% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $273K | 8.6% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $237K | 7.4% | |
| Vanguard 500 Index Fund | — | — | — | $222K | 7.0% | |
| American Funds Europacific Growth Fund | — | — | — | $198K | 6.2% | |
| Vanguard Mid Cap Index Fund | — | — | — | $182K | 5.7% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $181K | 5.7% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $154K | 4.8% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $124K | 3.9% | |
| Notes Receivable From Participants - bearing interest at rates ranging from 3.25% to 8.50% due at various dates through November 2027 | — | — | — | $90K | 2.8% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $90K | 2.8% | |
| Vanguard Total International Stock Index Fund | — | — | — | $83K | 2.6% | |
| Vanguard Small Cap Index Fund | — | — | — | $78K | 2.4% | |
| MFS Value Fund | — | — | — | $52K | 1.6% | |
| PUTNAM STABLE VALUE FUND 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $38K | 1.2% | |
| First Eagle Global Fund | — | — | — | $24K | 0.8% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $3K | <0.1% |
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